NBPTX Mutual Fund

NBPTX Mutual Fund (Neuberger Large Cap Value Fund Trust Class) is managed by Neuberger Berman with $90.4M in net assets. NBPTX expense ratio is 0.95%, holding 82 positions across sectors including Financials, Health Care, Information Technology. Inception date: 1993-08-30.

NBPTX performance shows a YTD return of 19.41%. The 1-year return is 26.68% and the 5-year return is 10.11%. NBPTX dividend yield stands at 1.11%, paid annually.

NBPTX top holdings include Amazon.Com Inc (4.5%), Exxonmobil Holdings Corp Common Stock Usd (3.9%), Southern Copper Corp (3.6%), Microsoft Corp (3.5%), Jpmorgan Chase (3.0%). Go to all NBPTX holdings, NBPTX sectors, or NBPTX dividends.

NBPTX can be compared against other funds. Use NBPTX overlap to find shared positions, or NBPTX vs another fund for a side-by-side view. NBPTX alternatives are available via the screener, along with tax-loss harvesting opportunities.